AI Inference Silicon
Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.
7 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $15.1B | +$10.1M | 3 | 0.37% | Increased |
|
| 2 |
BlackRock
New York
| $11.8B | -$463M | 3 | 0.33% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.9B | +$58.8M | 3 | 0.36% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $6.62B | -$817M | 2 | 0.52% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.05B | -$445M | 2 | 0.28% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $2.64B | +$36.5M | 3 | 0.36% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $2.44B | -$106M | 2 | 0.6% | Reduced |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $2.26B | -$158M | 3 | 0.23% | Reduced |
|
| 9 |
Bank of New York Mellon
New York
| $2.18B | +$53.6M | 2 | 0.42% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $2.18B | -$36.7M | 3 | 0.38% | Reduced |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $2.08B | -$40.5M | 2 | 0.83% | Reduced |
|
| 12 |
Morgan Stanley
New York
| $1.93B | +$382M | 3 | 0.25% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $1.8B | -$17.1M | 3 | 0.21% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.48B | -$98.2M | 2 | 0.32% | Reduced |
|
| 15 |
ClearBridge Investments
New York
| $1.36B | +$24.5M | 1 | 0.95% | Increased |
|
| 16 |
Aristotle Capital Management
Los Angeles,
California
| $1.33B | +$20.7M | 1 | 2.55% | Increased |
|
| 17 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $1.29B | -$187M | 1 | 1.56% | Reduced |
|
| 18 |
Primecap Management
Pasadena,
California
| $1.28B | -$70M | 2 | 0.86% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $1.15B | +$51.4M | 2 | 0.39% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $1.07B | -$3.14M | 2 | 0.32% | Reduced |
|
| 21 |
Amundi
Paris,
France
| $1.07B | +$1.01B | 2 | 0.74% | New |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.02B | +$192M | 3 | 0.49% | Increased |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $939M | +$55.2M | 3 | 0.25% | Increased |
|
| 24 |
BAM
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $877M | +$15.1M | 1 | 46.29% | Increased |
|
| 25 |
D.E. Shaw & Co
New York
| $857M | +$519M | 2 | 0.74% | Increased |
|